Sezzle Q3 Earnings Forecast Raised by Northland Securities

Key Points

• Northland raised its Q3 2027 EPS forecast for Sezzle to $1.84 from $1.58, and estimates $2.04 for Q4 2027 and $7.20 for FY2027.
• Sezzle’s latest quarter beat expectations, with EPS of $1.37 versus $1.28 forecast and revenue of $166.5 million versus $155.0 million expected; revenue grew 42.6% year over year.
• Analyst views are mixed but lean positive: MarketBeat lists an average “Moderate Buy” rating and a $160.33 price target, with recent targets ranging from $155 to $200.

Sezzle Inc. (NASDAQ:SEZL - Free Report) - Equities researchers at Northland Securities increased their Q3 2027 earnings per share estimates for shares of Sezzle in a research report issued on Wednesday, November 4th. Northland Securities analyst M. Grondahl now anticipates that the company will post earnings per share of $1.84 for the quarter, up from their prior estimate of $1.58. The consensus estimate for Sezzle's current full-year earnings is $5.48 per share. Northland Securities also issued estimates for Sezzle's Q4 2027 earnings at $2.04 EPS and FY2027 earnings at $7.20 EPS.

Several other brokerages have also issued reports on SEZL. Keefe, Bruyette & Woods lowered their price target on shares of Sezzle from $190.00 to $155.00 and set a "market perform" rating on the stock in a report on Friday, August 7th. Weiss Ratings reaffirmed a "hold (c+)" rating on shares of Sezzle in a report on Monday, November 2nd. B. Riley Financial reaffirmed a "buy" rating on shares of Sezzle in a report on Friday, August 7th. Wall Street Zen lowered shares of Sezzle from a "buy" rating to a "hold" rating in a research report on Sunday, November 1st. Finally, TD Cowen upped their target price on shares of Sezzle from $160.00 to $200.00 and gave the company a "buy" rating in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, four have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average price target of $160.33.

Sezzle Price Performance

Shares of SEZL stock opened at $149.43 on Monday. The stock has a market cap of $5.05 billion, a P/E ratio of 28.57 and a beta of 6.58. Sezzle has a one year low of $49.50 and a one year high of $195.71. The stock has a fifty day moving average price of $122.38 and a 200 day moving average price of $110.20. The company has a debt-to-equity ratio of 0.37, a current ratio of 4.21 and a quick ratio of 4.21.

Sezzle (NASDAQ:SEZL - Get Free Report) last released its quarterly earnings data on Wednesday, November 4th. The company reported $1.37 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.28 by $0.09. The business had revenue of $166.50 million for the quarter, compared to analysts' expectations of $155.01 million. Sezzle had a return on equity of 81.99% and a net margin of 31.39%. Sezzle's quarterly revenue was up 42.6% on a year-over-year basis. During the same period in the previous year, the business posted $0.71 earnings per share.

Insider Activity at Sezzle

In other Sezzle news, Director Kyle M. Brehm sold 1,000 shares of the company's stock in a transaction on Thursday, August 27th. The stock was sold at an average price of $125.92, for a total value of $125,920.00. Following the sale, the director directly owned 23,853 shares in the company, valued at $3,003,569.76. This represents a 4.02% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director Bryan Hunt purchased 250 shares of the stock in a transaction on Friday, September 18th. The stock was bought at an average price of $115.86 per share, for a total transaction of $28,965.00. Following the completion of the transaction, the director directly owned 3,985 shares of the company's stock, valued at approximately $461,702.10. This trade represents a 6.69% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 43.90% of the stock is owned by company insiders.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently made changes to their positions in SEZL. Maryland State Retirement & Pension System grew its holdings in shares of Sezzle by 55.6% in the 3rd quarter. Maryland State Retirement & Pension System now owns 3,832 shares of the company's stock worth $414,000 after purchasing an additional 1,370 shares during the last quarter. Jefferies Financial Group Inc. acquired a new stake in shares of Sezzle during the 3rd quarter worth about $6,709,000. Illinois Municipal Retirement Fund lifted its holdings in Sezzle by 0.9% during the 3rd quarter. Illinois Municipal Retirement Fund now owns 8,897 shares of the company's stock valued at $961,000 after purchasing an additional 79 shares during the last quarter. Knights of Columbus Asset Advisors LLC lifted its holdings in Sezzle by 74.8% during the 3rd quarter. Knights of Columbus Asset Advisors LLC now owns 12,377 shares of the company's stock valued at $1,337,000 after purchasing an additional 5,295 shares during the last quarter. Finally, Kestra Advisory Services LLC lifted its holdings in Sezzle by 56.8% during the 3rd quarter. Kestra Advisory Services LLC now owns 3,780 shares of the company's stock valued at $408,000 after purchasing an additional 1,369 shares during the last quarter. 2.02% of the stock is owned by institutional investors.

Sezzle News Summary

Here are the key news stories impacting Sezzle this week:

• Positive Sentiment: Q3 results beat expectations: Sezzle reported EPS of $1.37 versus $1.28 expected and revenue of $166.5 million versus $155.0 million expected. Revenue rose 42.6% year over year, while EPS increased from $0.71 a year earlier. Sezzle Q3 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Higher outlook and growth initiatives: Sezzle raised its 2026 earnings outlook and outlined 2027 targets. Subscriber growth, stronger transaction activity, and new products were cited as drivers of expansion. Sezzle Q3 Earnings Call Highlights Higher Outlook and New Products
• Positive Sentiment: Analysts raised estimates and price targets: Northland increased its FY2026 EPS forecast to $5.46 from $5.25, and lifted estimates for upcoming quarters. Needham raised its target to $220 and TD Cowen to $200; both maintain Buy ratings. Needham analyst ratings TD Cowen analyst ratings
• Neutral Sentiment: Despite these supportive developments, SEZL has pulled back following its post-earnings surge. The provided reports do not identify a fresh negative catalyst, so the move may reflect short-term consolidation and volatility.

About Sezzle

Sezzle Inc is a financial technology company that operates a buy now, pay later platform. Its services let shoppers split eligible purchases into installments at checkout, while giving merchants another payment option to offer customers.

The company also provides shopping and payment tools through its app, including a virtual card and services designed to help users manage purchases and build credit. Sezzle's platform primarily serves consumers and merchants in the United States and Canada.

Founded in 2016, Sezzle is headquartered in Minneapolis, Minnesota.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.